Client Portfolio Analyst

About the role

Loomis Sayles is seeking a client portfolio analyst to support the relationship management team and service client requests for investment information. The ideal candidate will have a bachelor's degree in finance, math, or statistics, 3+ years of investment industry experience, strong analytical skills, and excellent communication abilities.

Responsibilities

• Utilize various investment systems and analytical tools to produce client reports
• Create client books used in portfolio review meetings
• Write investment commentaries for fixed income products
• Generate customized responses, reports, and/or analyses in response to ad hoc requests from clients, consultants, or internal stakeholders
• Review and validate internal data output to ensure accuracy
• Identify and implement process improvements to streamline departmental processes
• Collaborate with relationship managers, investment teams, and other internal departments to gather and communicate investment information to clients and consultants

Qualifications & Education Requirements

• A bachelor's degree with a major in finance, math or statistics preferred; progress towards CFA/MBA a plus
• 3+ years of experience in the investment industry
• Strong analytical skills and attention to detail
• Ability to manage multiple priorities in a deadline-driven environment with accuracy and attention to detail
• Familiarity with fixed income securities in both domestic and foreign markets
• Exceptional communication skills, both verbal and written
• Superior organizational skills and strong work ethic
• Advanced knowledge of computer applications (strong Microsoft Office skills and the ability to address problems with technological solutions a plus)
• Ability to work independently and be a team player
• Proactive, can-do attitude

Additional Requirements

• Flexibility to manage time-sensitive deliverables during peak periods and work overtime as needed, particularly at quarter-end
• Project work as needed, aimed at improving team processes, reporting, and client service delivery

Pay

The salary range for this position is $80,000 - $97,500 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance.

Benefits

Loomis Sayles offers a comprehensive benefits package designed to support your health, well-being and financial security. Core Global Benefit Offerings include:

• Health insurance
• Dental insurance
• Vision insurance
• Retirement plans
• Flexible spending accounts
• Life insurance
• Disability insurance
• Employee assistance programs